Processes and Procedures Virtual Discussion

Join us for the Processes & Procedures Virtual Discussion—a one-day, high-impact event designed for tax and accounting professionals who want to refine their firm’s systems, streamline workflow, and strengthen team operations. This interactive experience will walk you through the foundational pillars of a successful practice—from client intake to delivery, staff management, technology tools, and quality control. You’ll gain practical insights from peers, discover proven systems that save time and reduce stress, and leave with a clear action plan to optimize your firm’s efficiency, profitability, and client experience.